Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
It’s never a bad time to speak with your financial advisor about changes in your situation.
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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A collection of tips from professional travelers.
One way to find money is to examine your current spending habits and eliminate money wasters.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Military families face unique challenges, making personal finance even more critical.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
The decision whether to buy or rent a home may have long-term implications.
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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.